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LM Advisors LLC

Q1 2025 Holdings

Filed 2025-05-13 | 215 holdings | $116.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS Extend MKT ETF(VXF)ETF922908652$4632,6890.0%
S&P Global Inc COM(SPGI)COM78409V104$4639110.0%
Mercadolibre Inc COM(MELI)COM58733R102$4682400.0%
Ishares TR Msci USA MIN VOL(USMV)ETF46429B697$4725,0350.0%
Nice LTD Sponsored ADR(NSY)ADR653656108$4733,0700.0%
Pfizer Inc COM(PFE)COM717081103$49019,3220.0%
Vanguard Intl Equity Index F Ftse Europe ETF(VGK)ETF922042874$4937,0230.0%
Netflix Inc COM(NFLX)COM64110L106$4965320.0%
Crowdstrike Hldgs Inc CL A(CRWD)Cl A22788C105$5081,4410.0%
Target Corp COM(TGT)COM87612E106$5154,9390.0%
Allstate Corp COM(ALL)COM020002101$5152,4890.0%
Nuveen Dynamic MUN Opportuni COM SHS(NDMO)COM67079X102$52050,7260.0%
Ecolab Inc COM(ECL)COM278865100$5462,1540.0%
Vanguard MUN BD FDS TAX Exempt BD(VTEB)ETF922907746$55411,1550.0%
American Express Co COM(AXP)COM025816109$5602,0800.0%
First TR Exchng Traded FD VI FT Vest US EQT(XMAR)ETF33740F474$56415,3800.0%
First TR Exchng Traded FD VI FT Vest US EQT(FJUL)ETF33740U208$57212,0000.0%
Abrdn Income Credit Strategi COM(ACP)COM003057106$57397,2190.0%
Enterprise Finl Svcs Corp COM(EFSC)COM293712105$58210,8320.0%
Ishares TR Core S&P MCP ETF(IJH)ETF464287507$59510,2050.0%
Ishares TR RUS 1000 VAL ETF(IWD)ETF464287598$6103,2410.0%
Ishares TR US AER DEF ETF(ITA)ETF464288760$6154,0150.0%
Ishares Bitcoin Trust ETF SHS BEN INT(IBIT)ETF46438F101$63313,5200.0%
Workday Inc CL A(WDAY)Cl A98138H101$6382,7330.0%
Occidental Pete Corp COM(OXY)COM674599105$64213,0100.0%
Baker Hughes Company CL A(BKR)Cl A05722G100$64414,6610.0%
Agilent Technologies Inc COM(A)COM00846U101$6565,6100.0%
Morgan Stanley COM New(MS)COM617446448$6705,7390.0%
First TR Exchng Traded FD VI FT Vest US EQT(FMAR)ETF33740F599$68816,3130.0%
Realty Income Corp COM(O)COM756109104$68911,8810.0%
Lockheed Martin Corp COM(LMT)COM539830109$6961,5570.0%
Invesco Exch TRD SLF IDX FD Invt GRD Defsv(IIGD)ETF46139W502$69828,4940.0%
Invesco Exchange Traded FD T Aerospace Defn(PPA)ETF46137V100$6996,0000.0%
United Parcel Service Inc CL B(UPS)Cl B911312106$7256,5960.0%
Owens Corning New COM(OC)COM690742101$7265,0850.0%
BlackRock Health Sciences TE COM SHS(BMEZ)COM09260E105$73048,9970.0%
Colgate Palmolive Co COM(CL)COM194162103$7417,9060.0%
Bank New York Mellon Corp COM(BK)COM064058100$7468,8920.0%
Spdr SER TR S&P Biotech(XBI)ETF78464A870$7499,2300.0%
Chevron Corp New COM(CVX)COM166764100$7544,5070.0%
Paccar Inc COM(PCAR)COM693718108$7567,7620.0%
PNC Finl Svcs Group Inc COM(PNC)COM693475105$7784,4240.0%
BlackRock Inc COM(BLK)COM09290D101$8148600.0%
Columbia ETF TR I Multi SEC Muni(MUST)ETF19761L607$82040,7250.0%
First TR Exchange Traded FD Nasdaq CYB ETF(CIBR)ETF33734X846$82613,1110.0%
Ishares TR RUS 1000 GRW ETF(IWF)ETF464287614$8282,2940.0%
Booking Holdings Inc COM(BKNG)COM09857L108$8321810.0%
Amgen Inc COM(AMGN)COM031162100$8372,6860.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$8421,2700.0%
Illinois Tool WKS Inc COM(ITW)COM452308109$8443,4020.0%
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